Go to Admin → Settings → Email Template.
Click the Email Templates button.
At the bottom of the page, click New Email Template.
- Configure your new template:
- Title: Enter a title for your template. This will be used as the email's subject line.
- Email Template Category: Select the appropriate category for your template.
- Email Content: Write the body of your email.
- Using your email template: To send an email using one of your saved templates, navigate to the person's profile and access their Activity tab.
Using Data Tags
Email templates support a variety of data tags that allow you to automatically insert relevant information into your emails.
- Copy and paste each data tag exactly as provided to ensure it works correctly.
- You can change the font style and size of a data tag, but do not modify its brackets or the tag itself, as this may prevent it from working properly.
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